Tax Manager - Personal Financial Services

Industry/Sector

Not Applicable

Specialism

Entrepreneurial & Private Business (EPB) - General

Management Level

Manager

Job Description & Summary

A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax compliance, and planning to help improve their operational efficiency and to free up time that can be spent focusing on business strategy. You'll have the opportunity to experience the entire business life cycle of a private company from inception to growth, maturity and transition.

Our team helps our clients develop, design and implement plans to achieve their personal wealth goals and ensure maintenance for future generations. You'll focus on analysing the tax efficiencies of income tax, investment, insurance and risk, and other lifestyle investments planning to establish a foundation for financial longevity."

Our PwC Private teams help entrepreneurs, private business owners and family enterprises manage their ownership and growth at every stage, in a way that fits the needs of their business in today's changing global landscape.

To really stand out and make us fit for the future in a constantly changing world, each and every one of us at PwC needs to be a purpose-led and values-driven leader at every level. To help us achieve this we have the PwC Professional; our global leadership development framework. It gives us a single set of expectations across our lines, geographies and career paths, and provides transparency on the skills we need as individuals to be successful and progress in our careers, now and in the future.

As a Manager, you'll work as part of a team of problem solvers, helping to solve complex business issues from strategy to execution. PwC Professional skills and responsibilities for this management level include but are not limited to:

* Develop new skills outside of comfort zone.

* Act to resolve issues which prevent the team working effectively.

* Coach others, recognise their strengths, and encourage them to take ownership of their personal development.

* Analyse complex ideas or proposals and build a range of meaningful recommendations.

* Use multiple sources of information including broader stakeholder views to develop solutions and recommendations.

* Address sub-standard work or work that does not meet firm's/client's expectations.

* Use data and insights to inform conclusions and support decision-making.

* Develop a point of view on key global trends, and how they impact clients.

* Manage a variety of viewpoints to build consensus and create positive outcomes for all parties.

* Simplify complex messages, highlighting and summarising key points.

* Uphold the firm's code of ethics and business conduct.

The Opportunity

As part of the PwC Private Personal Financial Service team you shall help individuals with significant wealth and private wealth management structures with a range of advisory needs such as audit, tax compliance, and planning to improve their operational efficiency. As a Manager you shall supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement work streams by solving and analyzing complex problems to develop top-quality deliverables.

You shall also help clients develop, design, and implement plans to achieve their personal wealth goals and maintenance for future generations.

Responsibilities

* Supervise and mentor team members

* Manage client service accounts and engagements

* Solve complex problems for exceptional outcomes

* Assist clients in achieving personal wealth objectives

* Develop and implement wealth management plans

* Improve clients' operational efficiency

* Assure timely and quality deliverables

* Build and maintain client relationships

What You Must Have

* Bachelor's Degree in Accounting

* 5 years of experience

* CPA, Member of the Bar or other tax, technology, or finance-specific credentials may qualify for this opportunity

What Sets You Apart

* In-depth knowledge in individual income tax planning

* Proficiency in financial and wealth transfer planning

* Skills in business succession and trust and…